See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $63,944 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $23,055 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,469 | $75,388+207.0% | $123,544+87.4% | $55,725+315.4% |
| Participation rate | 97.3% | 75.7%+21.6pp | 82.3%+15.0pp | 70.9%+26.4pp |
| Annual return | -3.45% | 4.48%-7.9pp | 119.20%-122.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $7,113 | $3,063+132.2% | $4,628+53.7% | $2,078+242.3% |
| Participant deferral / active EE | $9,530 | $5,651+68.6% | $6,426+48.3% | $3,356+184.0% |
| Admin fee / account holder | $18 | $120-84.8% | $9,284-99.8% | $115-84.2% |